For a global view, you can use the Dashboard, which lists Project Budgets, Total Invoiced and Total Proposed financials. Our accountants are able to view more detailed entries for Product Revenue, Designer Fee Revenue, Labor, Shipping, Time Billing and Total of Purchase Orders.

Ivy Accounting

Traditionally Interior designer are very creative, however, they usually do no did not know how to create various financial documents. That’s where our elite team of Atlanta CPAs and the Ivy software can step in and help prepare these documents for your review. Financial records details project revenues, hours billed, fee for hours billed and markup revenue. The status of the invoices included open documents, invoice number, project and due date. Our accountants are able to view open and paid invoices bar graphs, at a glance. All of the essential financial data is easy to access and visible. For example, interior designers can request a flat fee or percentage deposit. One click PDF creation creates professional-looking documents. Once a proposal is approved, Ivy automatically turns it into an invoice or purchase order.

Tax Planning Features

Our seasoned outsourced accountants are able to use the tax planning and preparation features to add or remove various taxes. For instance they can use the "Add A New Sales Tax" feature to add a city name, agency and rate. They are also able to use the system to determine if an item or shipping was taxable.

Does Ivy Integrate with QuickBooks?

Fortunately, Ivy's QuickBooks online integration is easy to achieve. All you need to do is go to Ivy Account Settings. Click on "Connect to QuickBooks." At the bottom of the screen, it will say that you are "Synced Successfully" and a QuickBooks tab will be added when it's ready. Click on the QuickBooks tab to map Ivy categories. The system recommends Ivy categories for QuickBooks recognized income and expense accounts (i.e. Ivy Expense Costs become Expenses Expenses Account in QuickBooks.) The QuickBooks online integration takes out the guess work, making our CPA's jobs much easier. Once synced, Ivy will update your QuickBooks account automatically. The one click functionality was one of the best Ivy software features. Our knowledgeable CPAs can simply click on a feature and copy it directly it into the Ivy Account. The entire system was easy to use, flexible and streamlined important accounting tasks to save everyone valuable time.

__________________________

This blog article is not intended to be the rendering of legal, accounting, tax advice or other professional services. Articles are based on current or proposed tax rules at the time they are written and older posts are not updated for tax rule changes. We expressly disclaim all liability in regard to actions taken or not taken based on the contents of this blog as well as the use or interpretation of this information. Information provided on this website is not all-inclusive and such information should not be relied upon as being all-inclusive.